Case Study: Research Affiliates achieves 62% DDQ automation with Loopio

Research Affiliates boosts DDQ automation to 62% with Loopio

Research Affiliates, a quantitative asset manager, faced a challenge in efficiently managing complex due diligence questionnaires (DDQs) with its small, four-person product management team. The manual process of searching through old files for answers was time-consuming and created version control issues, making it difficult to respond to time-sensitive requests without imposing a significant burden on the team. They needed a way to maintain accuracy while maximizing their limited time.

The vendor, Loopio, provided its DDQ software to automate the response process. Using Loopio's automation tool, Magic, the team populated questionnaires from a central library of answers. This solution enabled collaboration with subject matter experts and streamlined compliance approvals. As a result, Research Affiliates nearly doubled its automation rate to 62%, maintained a lean library of 1,362 entries, and significantly accelerated its response times without adding extra headcount.

Research Affiliates